403866 OP Buy Decision.pdf

PDF 254 KB Posted Jul 12, 2023

Attached to: Workplace Investigative Services.
Solicitation number: S-C01010-00007498
Issued by: Clackamas County, Oregon

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Written by GovTribe AI · Mar 9, 2026

This is a Buy Decision document from the State of Oregon outlining procurement sourcing methods and procedures for state and local contracts, specifically related to Clackamas County's Request for Quotes (RFQ 2023-56) for Workplace Investigative Services. The RFQ seeks to establish multiple personal services contracts with qualified workplace investigators to conduct internal investigations into employee complaints involving harassment, discrimination, retaliation, and bullying. Investigators will operate under the direction of the HR Director and HR Program Coordinator. The initial contract period is two years with potential for two additional two-year renewals, allowing for a possible six-year engagement. The RFQ was posted on July 12, 2023, with quotes due by August 1, 2023. Respondents must submit comprehensive quotes including detailed descriptions of investigative experience with EEO-related complaints, key staff qualifications, communication approaches, complete rate sheets, and professional references. Two vendors have been selected based on the Notice of Intent to Award: HR Answers, Inc. and Prism Investigations LLC.

The procurement requires contractors to maintain commercial general liability, professional liability, and automobile liability insurance coverage. Evaluation criteria focus on investigative experience, staff qualifications, communication strategy, and overall professional capabilities. The RFQ does not specify explicit set-aside designations or restrictions on respondent types, indicating the procurement is open to professional investigation firms and individual practitioners with relevant expertise in workplace investigations. Specific contract values are not disclosed in the available documentation. The procurement follows Oregon's established sourcing methods and procedures as outlined in ORS and OAR regulations, ensuring compliance with state procurement requirements and competitive bidding standards.

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Other files

File	Type	Posted
RFQ 2023-56 Wokrplace Investigator.pdf	PDF	Jul 12, 2023
Notice of Intent to Award~32.pdf	PDF	Jul 12, 2023

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Surplus ORS 279A.260 and OAR 125-246-0110(170)

QRF ORS 279.835-830 and OAR 125-055-0045

I/M Labor Constitution, Article1, Section 41(11)

Price Agreement 279B.140; 125-247-0296

DAS PA ___________ DOC PA ___________

ORS 190 OAR 125-246-0365 *can be used at anytime

Open Market _IF ABOVE DO NOT APPLY - Use 1 of the 7 Sourcing Methods Below

Buy Decision 125-247-0200

Sourcing Methods: OAR 125-247-0200(5) One of the below must be used, unless sourcing method exemption applies.

ITB ORS279B.055, OAR 125-247-0255 Authority OAR 125-246-0170

Formal RFP ORS279B.060, OAR 125-247-0260;

Authority OAR 125-246-0170

Small Procurement ORS279B.065, OAR 125-247-0265; Authority OAR 125-246-0170

Intermediate Procurement ORS279B.070, OAR 125-247-0270;

Authority OAR 125-246-0170

Sole-Source ORS279B.075, OAR 125-247-0270; Authority OAR 125-246-0170

Brand name specification done (if needed)

ORS 279B.215 _________________________

Emergency Procurement ORS279B.080, Authority OAR 125-246-0170

Emerg. Log Order# ____________________ Special Procurement ORS279B.085 SP355-09, Authority OAR 125-246-0170

SP Name & # _________________________

Filing (front to back): check applicable Purchase Order

Blue Sheet

Email to vendor placing the order

ORPIN Evaluation & Summary

Original ITB

ORPIN Contract (Award Document)

Addenda

ORPIN Opportunity Posting

Notification list

Vendor Bids in order, lowest to highest

Insurance Certificate

Correspondence Emails

Other Alternatives

Purchases through federal programs: OAR 125-246-0360; 279A.180 NOTE: ORS 279B.050-085 not required provided:

1. Proc. made in accord. w/rules adopted by contracting agency

2. Made under the Elect. Govt. Act of 2002

COBID - Limitation of competition ORS279A.142; <100k Authority 279A.050, Alternative Procurement Methods ORS291-164-0140 Opportunity Buy ORS421.438

Direct Award under Disabled Veterans preference OAR 125-246-0314

ODOC PROCUREMENT

BEST PRACTICE CHECKLIST

Notes:

ORS 279A050(6)(i) authority to procure goods, services, & personal services under ORS

179.040 for its institutions. 421.438

Contains DOJ comments/review

Procurement Rule Used

DAS Rule OAR 125-246/247

DOJ Rule OAR 137-046/047

ODOC Rule OAR 291-163/164

Updated: 7.12.17 P://Purchasing/Forms/Procurement Checklist file:///P:/Purchasing/Forms/Procurement Checklist.pdf

David Gillies 11.0.0.20130303.1.892433 Surplus ORS 279A.260 and OAR 125-246-0110(170) QRF ORS 279.835-830 and OAR 125-055-0045 I/M Labor Constitution, Article1, Section 41(11) Price Agreement 279B.140; 125-247-0296

DAS PA ___________ DOC PA ___________

ORS 190 OAR 125-246-0365 *can be used at anytime Open Market _IF ABOVE DO NOT APPLY - Use 1 of the 7 Sourcing Methods Below Buy Decision 125-247-0200 Sourcing Methods: OAR 125-247-0200(5) One of the below must be used, unless sourcing method exemption applies.

ITB ORS279B.055, OAR 125-247-0255 Authority OAR 125-246-0170 Formal RFP ORS279B.060, OAR 125-247-0260;

Authority OAR 125-246-0170 Small Procurement ORS279B.065, OAR 125-247-0265; Authority OAR 125-246-0170 Intermediate Procurement ORS279B.070, OAR 125-247-0270; Authority OAR 125-246-0170 Sole-Source ORS279B.075, OAR 125-247-0270; Authority OAR 125-246-0170 Brand name specification done (if needed)

ORS 279B.215 _________________________

Emergency Procurement ORS279B.080, Authority OAR 125-246-0170 Emerg. Log Order# ____________________ Special Procurement ORS279B.085 SP355-09, Authority OAR 125-246-0170 SP Name & # _________________________ Filing (front to back): check applicable Purchase Order Blue Sheet Email to vendor placing the order ORPIN Evaluation & Summary Original ITB ORPIN Contract (Award Document) Addenda ORPIN Opportunity Posting Notification list Vendor Bids in order, lowest to highest Insurance Certificate Correspondence Emails Other Alternatives Purchases through federal programs: OAR 125-246-0360; 279A.180 NOTE: ORS 279B.050-085 not required provided:

1. Proc. made in accord. w/rules adopted by contracting agency

2. Made under the Elect. Govt. Act of 2002 COBID - Limitation of competition ORS279A.142; <100k Authority 279A.050, Alternative Procurement Methods ORS291-164-0140 Opportunity Buy ORS421.438 Direct Award under Disabled Veterans preference OAR 125-246-0314

ODOC PROCUREMENT

BEST PRACTICE CHECKLIST

Notes:

ORS 279A050(6)(i) authority to procure goods, services, & personal services under ORS 179.040 for its institutions. 421.438 Contains DOJ comments/review Procurement Rule Used DAS Rule OAR 125-246/247 DOJ Rule OAR 137-046/047 ODOC Rule OAR 291-163/164 Updated: 7.12.17 P://Purchasing/Forms/Procurement Checklist

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File details come from the government source that posted it. Updated Mar 9, 2026.